Alan Singer is a preeminent advisor for high-net-worth individuals and businesses in all facets of estate planning, wealth preservation, and asset protection strategies. With a laser-focused expertise honed over decades of practice, he meticulously safeguards his clients’ legacies and financial futures through sophisticated solutions tailored to their unique circumstances.

For individual clients, Alan architects personalized, multi-generational plans that ensure their wealth transitions seamlessly. His services encompass drafting wills, revocable trusts, and sophisticated trusts including insurance trusts, qualified personal residence trusts, and charitable trusts. Alan’s mastery extends to cutting-edge pre-death wealth transfer techniques and comprehensive business succession planning. As a certified public accountant with extensive expertise in tax planning and compliance, he leverages an unparalleled depth of tax knowledge to optimize outcomes and preserve more of his clients’ assets.

On the corporate front, Alan serves as a trusted consigliere to businesses at all stages – from formation and structuring, to reorganizations, to ownership transitions and sales. His services include general business planning, partnership and LLC structuring, tax-efficient transactions and restructurings, insurance financing designs like split-dollar arrangements, and shareholder agreements. Alan’s multidisciplinary approach adeptly integrates the legal, tax, and financial considerations critical to achieving his clients’ objectives.

Beyond his distinguished professional practice, Alan demonstrates a profound commitment to civic leadership as a Regional Advisory Board Member of the Anti-Defamation League, championing initiatives against hate, bias and discrimination. He is an esteemed speaker and active member of elite professional associations.